Your Annual Customer Report helps keep your financial plan on track. It summarises how your portfolio has performed, checks your current risk level, and confirms whether your investments still match the strategy you agreed. It also highlights opportunities or changes you may want to consider in the year ahead.
If your report shows something that needs attention, we’ll call you to talk it through. Your ACR clearly marks any areas that need attention, so they’re easy to spot.
What to do when your ACR arrives
- Read it carefully. The information is specific to you and your investments.
- If something is flagged, take our call or book a review. We’ll explain what it means and agree next steps.
- If nothing is flagged, no need to book now. We’ll keep monitoring and update you in your next report. But please contact us at any time if your circumstances change.
Make the most of your review
When you book a review (for example, because your report highlights something to discuss), we’ll make sure any opportunities or changes are picked up promptly, setting you up for the year ahead.
Want to find out more?
To chat through your report or book your annual review, contact your Aegon Financial Planning Manager, call 0800 464 3079*, or request an appointment using the button below.
* Call charges vary. Lines are open Monday to Friday between 8.30am and 5.30pm. All calls are recorded for business purposes. Afp245. Exp 02/27
Market Commentary – Quarter 4, 2025